Your wealth deserves a thoughtful strategy
For over seven decades, Bellwick National Bank has helped families and individuals build, preserve, and transfer wealth with integrity and care.
$24B
Assets Under Management
850+
High-Net-Worth Clients
45
Certified Financial Planners
30+
Years Avg. Advisor Experience
Our Services
A complete suite of wealth management capabilities delivered by experienced professionals who know your name and your goals.
Investment Management
Customized portfolios aligned with your goals, risk tolerance, and timeline. We employ a disciplined approach combining active and passive strategies across global equities, fixed income, and alternative investments.
Retirement Planning
Comprehensive retirement income strategies, Social Security optimization, Roth conversion analysis, and ongoing plan monitoring to ensure your retirement vision becomes reality.
Trust & Estate Planning
Bellwick Trust Company provides trustee services, estate administration, and sophisticated wealth transfer strategies to protect and pass on your legacy.
Tax Planning
Coordinate with your CPA to implement tax-efficient investment strategies, charitable giving programs, and year-round tax-loss harvesting to minimize your tax burden.
Private Banking
A dedicated private banker for your day-to-day financial needs — from premium checking and custom lending to concierge services and priority access across Bellwick.
Philanthropic Advisory
Structure your charitable giving for maximum impact and tax efficiency through donor-advised funds, charitable remainder trusts, and private foundation management.
Service Tiers
Each tier builds upon the last, so you get more as your relationship with Bellwick grows.
Wealth Advisory
$250,000
Minimum investable assets
Comprehensive financial planning and investment management with a dedicated advisor and annual plan reviews.
- ✓Personal financial plan
- ✓Investment management
- ✓Retirement planning
- ✓Quarterly performance reviews
Private Banking
$1,000,000
Minimum investable assets
Everything in Wealth Advisory plus dedicated private banker, custom lending solutions, and premium banking services.
- ✓All Wealth Advisory services
- ✓Dedicated private banker
- ✓Custom credit & lending
- ✓Fee waivers on all Bellwick accounts
- ✓Priority service across all channels
Family Office Services
$10,000,000
Minimum investable assets
Full-service family office capabilities including multi-generational planning, consolidated reporting, and lifestyle management.
- ✓All Private Banking services
- ✓Multi-generational wealth planning
- ✓Consolidated household reporting
- ✓Philanthropic strategy
- ✓Bill pay & lifestyle management
- ✓Family governance consulting
Start a conversation about your future
Meet with a Bellwick wealth advisor for a complimentary portfolio review and financial plan assessment. No obligation, no pressure.